February 2023: Release Notes

Platform Release Notes: February 2023. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

Search and Filter Team Members 

Account admins can easily filter and sort their list of team members based on the following criteria: 

• Member Status (active or inactive) 
• Member Tags
• State(s) the member is licensed in (State Licensure)
• Locations the member has availability set for

Learn more: Search and Filter for Team Members

Automatically Schedule Charges for Appointments

Fundamental work is being done that will allow providers to charge directly for appointments (as an alternative to including them within Client Packages). This functionality will be brought to the platform via a series of releases. An initial release has gone live that allows providers to do the following: 

• [LIVE] Turn on an Appointments Setting that will allow providers to add a price for an appointment type 
• [LIVE] Ability to edit an appointment type to add a price (when setting is enabled) 
• [LIVE] Automatically chart for appointments set as occurred. When you set an appointment as occurred in your calendar, a client who has a valid payment card on file will have a charge scheduled for the day after the appointment. 
• [LIVE] Clients will automatically receive an email notification and receipt of the automatic charge, once processed. 

Get Started: Automatically Schedule Charges for Appointments

Additionally, forthcoming updates will bring the following functionality to the platform: 

• [Pending] Adjust automatic charge based on the actual duration of the appointment (ie. charge more for sessions that ran over on time) Subscribe to our Product Portal card to be notified when this update goes live. 
• [Pending] Automatically create an invoice for clients that do not have a credit card on file for payment. 
• [Pending] Ability to set different pricing for appointment type(s) for different providers. 

Ability to Create Tasks from Chat 

Healthie's Tasks feature is a structured "to do list" that enables providers and teams to stay organized and complete important actions. 

Tasks are always accessible from your dashboard, and the top navigation bar of your Healthie account. 

To bring tasks into relevant workflows, they can now also be created from Healthie Chat. 

Hover over a client message to display the task icon, and click to finish creating your task. 

Learn more: Create a Task in Chat

CMS 1500 Claim Form Redesign 

Creating insurance claims in Healthie is now even easier. We've redesigned our claim forms to be easier to navigate, and more intuitive to complete. 

Watch our quick feature update video here. 

Here are some of the updates you can expect to see: 

• Expand and collapse sections of the claim as you go. 
• Form fields show the corresponding box within the CMS 1500 form, with helpful information on how to complete each field. 

Additionally, we've added new field options in order to: 

• Indicate an auto accident
• Select other ID qualifiers for referrals  
• EPSDT option for billing item(s)
• Indicate family planning service for billing item(s) 
  

When submitting a claim, you'll also be notified of claim errors, making it easier to identify and correct any errors prior to submission. 

If you have any questions regarding the CMS 1500 claim form updates, please email hello@gethealthie.com.

PHQ-9 Auto-Scored Form

The 9-question Patient Health Questionnaire (PHQ-9) is a diagnostic tool introduced in 2001 to screen adult patients in a primary care setting for the presence and severity of depression. It rates depression based on the self-administered Patient Health Questionnaire.

Healthie's Forms Library includes several forms for Behavioral Health practitioners, including a version of the PHQ-9 that is automatically available at no cost, to all members. 

Providers can request clients to complete this form, or add it to an intake flow for client onboarding. 

This form will auto-score, making it easy for providers to collect completed forms, and also assess results. 

GAD-7 Auto-Scored Form

Generalized Anxiety Disorder 7 (GAD-7) is a self-reported questionnaire for screening and severity measuring of generalized anxiety disorder. 

Healthie's Forms Library includes several forms for Behavioral Health practitioners, including a version of the GAD-7 that is automatically available at no cost, to all members. 

Providers can request clients to complete this form, or add it to an intake flow for client onboarding. 

This form will auto-score, making it easy for providers to collect completed forms, and also assess results. 

API Updates

• All features added this month are also available directly via the API.
• New Webhooks: conversation_membership.created and conversation_membership.deleted

Additional Updates

• Minor bug fixes.
• Client's can edit their Personal Information and adjust their Legal First Name, along with preferred pronouns.

Past and Planned Updates

View all updates from last month here. 

See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.

https://portal.productboard.com/gethealthie/

Have a request for our team? Learn how to add feedback to a current roadmap item, or submit a new idea for our team to review. Learn how to add comments and submit feedback to our Roadmap here.